AWE
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Avidian Wealth Enterprises’s Air Products & Chemicals APD Stock Holding History

Avidian Wealth Enterprises’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Buy
6,378
+338
+6% +$98.3K 0.05% 224
2026
Q1 		$1.75M Buy
+6,040
New +$1.67M 0.06% 213
2025
Q2 		– Sell
-761
Closed -$224K – 553
2025
Q1 		$224K Buy
761
+32
+4% +$9.87K 0.01% 486
2024
Q4 		$211K Sell
729
-271
-27% -$85.1K 0.01% 476
2024
Q3 		$298K Buy
+1,000
New +$273K 0.01% 401
2024
Q2 		– Sell
-842
Closed -$204K – 500
2024
Q1 		$204K Buy
+842
New +$206K 0.01% 420
2023
Q2 		– Sell
-2,224
Closed -$639K – 416
2023
Q1 		$639K Sell
2,224
-688
-24% -$201K 0.04% 255
2022
Q4 		$898K Buy
2,912
+480
+20% +$135K 0.06% 190
2022
Q3 		$566K Buy
2,432
+1
+0% +$248 0.04% 219
2022
Q2 		$585K Buy
2,431
+2
+0.1% +$486 0.04% 244
2022
Q1 		$607K Sell
2,429
-292
-11% -$75K 0.04% 267
2021
Q4 		$828K Buy
2,721
+632
+30% +$186K 0.05% 218
2021
Q3 		$535K Buy
2,089
+260
+14% +$71.9K 0.04% 206
2021
Q2 		$526K Buy
1,829
+62
+4% +$18.2K 0.04% 210
2021
Q1 		$497K Buy
1,767
+129
+8% +$35.1K 0.04% 215
2020
Q4 		$447K Buy
1,638
+188
+13% +$52.9K 0.04% 203
2020
Q3 		$432K Sell
1,450
-23
-2% -$6.62K 0.05% 175
2020
Q2 		$356K Sell
1,473
-206
-12% -$47K 0.05% 170
2020
Q1 		$335K Buy
1,679
+311
+23% +$70.9K 0.05% 136
2019
Q4 		$322K Buy
+1,368
New +$309K 0.05% 169

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avidian Wealth Enterprises's APD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Air Products & Chemicals (APD) stake by 5.6% in Q2 2026, buying an estimated $98.3K and bringing the position to 6,378 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #224.

Avidian Wealth Enterprises first reported a position in APD in Q4 2019 and has held it in 20 quarters since. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Avidian Wealth Enterprises held 6,378 shares of Air Products & Chemicals worth $1.87M as of Q2 2026.
  • Avidian Wealth Enterprises bought 338 Air Products & Chemicals shares in Q2 2026, an estimated $98.3K.
  • Air Products & Chemicals made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #224 holding.
  • Avidian Wealth Enterprises first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 20 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.